Franklin Resources’s WisdomTree US MidCap Fund EZM Stock Holding History

Franklin Resources’s Portfolio EZM Stock Details EZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$129K	Hold	1,705	–	–	﹤0.01%	2932
2026 Q1	$115K	Hold	1,705	–	–	﹤0.01%	2901
2025 Q4	$114K	Buy	+1,705	New	+$113K	﹤0.01%	2892
2024 Q3	–	Sell	-1,500	Closed	-$86.7K	–	2948
2024 Q2	$86.7K	Hold	1,500	–	–	﹤0.01%	2692
2024 Q1	$91.5K	Hold	1,500	–	–	﹤0.01%	2722
2023 Q4	$86.1K	Hold	1,500	–	–	﹤0.01%	2485
2023 Q3	$76.1K	Hold	1,500	–	–	﹤0.01%	2487
2023 Q2	$79.4K	Hold	1,500	–	–	﹤0.01%	2566
2023 Q1	$74.6K	Hold	1,500	–	–	﹤0.01%	2148
2022 Q4	$72.9K	Hold	1,500	–	–	﹤0.01%	2165
2022 Q3	$66K	Hold	1,500	–	–	﹤0.01%	2170
2022 Q2	$69K	Hold	1,500	–	–	﹤0.01%	2204
2022 Q1	$82K	Hold	1,500	–	–	﹤0.01%	2321
2021 Q4	$84K	Hold	1,500	–	–	﹤0.01%	2362
2021 Q3	$78K	Hold	1,500	–	–	﹤0.01%	2348
2021 Q2	$79K	Hold	1,500	–	–	﹤0.01%	1930
2021 Q1	$76K	Hold	1,500	–	–	﹤0.01%	1890
2020 Q4	$65K	Hold	1,500	–	–	﹤0.01%	1821
2020 Q3	$51K	Hold	1,500	–	–	﹤0.01%	1780
2020 Q2	$51K	Buy	+1,500	New	+$45.7K	﹤0.01%	1599

Other funds holding EZM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Franklin Resources's EZM Position: Q2 2026 in Review

Franklin Resources held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 1,705 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

Franklin Resources first reported a position in EZM in Q2 2020 and has held it in 20 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Franklin Resources held 1,705 shares of WisdomTree US MidCap Fund worth $129K as of Q2 2026.
Franklin Resources left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2932 holding.
Franklin Resources first reported a position in WisdomTree US MidCap Fund in Q2 2020 and has held it in 20 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.